Anthony Michael Cisek

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  J.W. Cole Financial
  Tampa, FL
• 11/2009 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-05-29 → 2009-11-06
  Summit Financial Group Inc
  West Palm Beach, FL
• 2007-08-16 → 2008-01-14
  Natcity Investments, Inc.
  Jupiter, FL
• 2004-06-29 → 2007-02-15
  A. G. Edwards & Sons, Inc.
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

(1) A) CISEK CAPITAL DBA FINANCIAL PLANNING ASSOCIATES B) INVESTMENT RELATED C) 1080 INDIANTOWN ROAD, SUITE # 201, JUPITER, FL 33477 D) D/B/A ENTITY E) OWNER & AGENT F) 01/15/2010 G) 80 HOURS/MONTH H) 80 HOURS/MONTH DURING TRADING HOURS I) SALE OF NON-VARIABLE INSURANCE PRODUCTS 2) A) CISEK ART B) NOT INVESTMENT RELATED C) 1080 EAST INDIANTOWN RD #100 JUPITER, FL 33477 D) ART CREATION AND MARKETING D) OWNER/ARTIST E) 2007 F) 1-2 HRS/MONTH G) 2007 H) NONE DURING TRADING I) OWNER J) OFFICER 3)A)OCEANSIDE WEALTH MANAGEMENT/DBA B)ADDRESS: SAME AS BRANCH C)FINANCIAL SERVICES D) TITLE / POSITION: ADVISOR E) START DATE: 3/1/2016 F) 10 HRS PER MONTH G) 10 HRS DURING TRADING H) DUTIES: MARKETING/DESIGN/PROMOTION/ADMIN I) COMPANY OFFICER/DIRECTOR: NO J) CLIENTS INVOLVED:NO

Exams

• S66 Uniform Combined State Law Examination
  2004-05-26

Designations

• Certified Financial Planner

Other Names

• Anthony Michael Cisek
• Anthony Michael Cisek
• Tony Cisek